Anic Equity¶
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Total return since start: 0.555 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47501.93 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46107.08 Kr¶
PnL: ---------------------------------------> -781.49 Kr¶
DD now: ---------------------------------> -2.319 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 14:18:44.924454'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.210000 | 3135.600000 | 164.600000 | 5.540000 | 2971.000006 |
| HEBA B | 70 | -2.380000 | 2730.000000 | 94.000000 | 3.570000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.130000 | 430.200000 | 75.200000 | 21.180000 | 355.000000 |
| Corem Property Group B | 59 | -0.990000 | 651.360000 | 74.360000 | 12.890000 | 576.999999 |
| HMS Networks | 2 | -1.120000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| Eastnine | 4 | -0.310000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Norva24 Group | 16 | -2.830000 | 559.680000 | 16.680000 | 3.070000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.160000 | 261.120000 | 15.120000 | 6.150000 | 246.000000 |
| OEM International B | 7 | -1.150000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Coor Service Management Hold. | 8 | 0.150000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| Midsona B | 63 | -1.560000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| Resurs Holding | 22 | 0.000000 | 583.660000 | 9.660000 | 1.680000 | 573.999998 |
| Intrum | 4 | -0.750000 | 532.000000 | 5.000000 | 0.950000 | 527.000000 |
| MedCap | 2 | -1.160000 | 425.000000 | 4.000000 | 0.950000 | 421.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Karnov Group | 9 | 1.360000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Essity B | 2 | -0.900000 | 574.800000 | 0.800000 | 0.140000 | 574.000000 |
| Handelsbanken A | 5 | -1.970000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| AcadeMedia | 12 | 0.220000 | 556.080000 | -0.920000 | -0.170000 | 557.000004 |
| Swedbank A | 3 | -1.870000 | 559.500000 | -4.500000 | -0.800000 | 564.000000 |
| Securitas B | 6 | -1.020000 | 561.240000 | -8.760000 | -1.540000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.400000 | 3442.300000 | -11.700000 | -0.340000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.600000 | 549.150000 | -12.850000 | -2.290000 | 562.000005 |
| CTEK | 13 | -0.430000 | 510.900000 | -23.100000 | -4.330000 | 533.999999 |
| Boozt | 12 | -0.370000 | 1624.800000 | -29.200000 | -1.770000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Vivesto | 1368 | 1.040000 | 559.240000 | -53.760000 | -8.770000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.270000 | 519.000000 | -75.570000 | -12.710000 | 594.565215 |
| SAAB B | 8 | -1.040000 | 3265.600000 | -111.400000 | -3.300000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.110000 | 3734.500000 | -115.500000 | -3.000000 | 3850.000000 |
| OX2 | 18 | -0.820000 | 1531.800000 | -132.200000 | -7.940000 | 1663.999992 |
| Axfood | 13 | -0.220000 | 3571.100000 | -184.900000 | -4.920000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.200000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | 1.370000 | 3068.000000 | -294.000000 | -8.740000 | 3361.999992 |
| TOTAL | 46107.080000 | -781.490000 | -2.31948% | 46888.564618 |
Updated:¶
'2023-01-13 14:18:57.353017'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
